As we round the final curve into the end 2013, the story for the year has been and continues to be U.S. Equities. As one would expect the relative strength of the dollar, slipping commodity prices and the looming threat of rising interest rates has left many balanced portfolios somewhat behind the curve. In times like these, where a single asset class outperforms, it is important to remember that balanced portfolios typically provide the best risk-adjusted returns over time. We anticipate that g…

Choosing and following an investment strategy can be challenging for all sorts of reasons, but many times the most challenging of obstacles are a direct result of the one thing we all have in common. We are human beings. As humans, we have the potential to be the biggest threat to our own savings and retirement futures. Our ability to make discipline driven, rational decisions is heavily influenced by our biologically emotional nature and our irresistible urge to identify and project patterns an…

When we think about our estate plan, the first thing that comes to mind for many of us is our will and maybe our living trust. Don’t forget, we also need to think about our retirement accounts and insurance policies. Many of us put a lot of effort into our wills and trusts, making sure everything is just right and doing our best not to miss any detail. Often, though, we forget about our retirement accounts and the importance of naming and reviewing our beneficiaries. For many people, these be…

Junk Mail, We all get it, and most of us dislike it. It is estimated by the United States Post office that 59% of all mail in the United States is sent by advertisers or solicitors and only 50% of that mail is ever read. This amounts to over 5 Million tons of junk mail a year in the US and nearly all of it ends up in the garbage. There are a few things you can do to stop these companies from sending you junk mail. Doing this will not only save you time; it will protect your privacy, reduce clutt…

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